📄 Document Generation - Managers Generating Documents (MSS Generator Card)

Document Generation - Managers Generating Documents (MSS Generator Card)


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Note: For the overview of the Dashboard, read: Dashboard Widget - Overview 

This article is a continuation of this article: Document Generation - Employees Generating Documents

From the previous article, two employees from the Philippines and Chile were able to request and generate their documents respectively. This article will show how managers from the same countries generate their documents.

Philippines

As previously stated in the same article linked above, documents in the Philippines require actual physical signatures. In the case for managers, they can generate documents for employees reporting to him or her but he or she still has to ask an HR Admin to sign his or her own documents. 

In this example below, Jessica Reyes is a Manager who can generate a document for her team and will generate a document as a request that must be generated by an HR admin. 

  1. Jessica Reyes accesses the Dashboard Widget from her SuccessFactors homepage.



  2. In her Dashboard Widget, she will request for a Certificate of Employment from the HR Admin.



  3. Once clicked, a message will be displayed indicating that the Certificate of Employment has been sent as a request.



  4. This request will be sent to the HR Admins for them to generate the Certificate of Employment. 

Since Jessica Reyes is a Manager, she can generate documents for employees reporting to her. 

  1. In the Dashboard Widget, Jessica clicks the For My Team tab. She will see all the employees reporting to her.



  2. In this example, she’ll generate a document for Camille Bautista by clicking on the box beside her name and then she’ll click Next step.



  3. In the template selection screen, she clicks on the Certificate of Employment as the document to be generated. Once again, she’ll click Next step.



  4. The last step will be the summary where she’ll review her selected employee and document. This is also where she’ll set a Date Valid range. Upon finalizing everything, she’ll click Generate.



  5. The For Preview section will be displayed where she can preview, download, or print the generated document.


 

Chile

As indicated in the Document Generation - Employees Generating Documents article, digital signatures will suffice for employee documents. 

In this example, Bernard Nagy is a manager who can generate documents both for his team and for himself. 

  1. Bernard Nagy accesses the Dashboard Widget from his SuccessFactors home page.



  2. In his Dashboard Widget, he can easily generate a Certificate of Employment for himself.



  3. Once the document has been generated, he can preview, download as PDF, email, or print the document.


Bernard Nagy, as a manager, can also easily generate documents for employees reporting to him. 

  1. He clicks on the For My Team tab. The list of employees reporting to him will be displayed.



  2. Virginia Poirot is selected as the recipient of the document. He then clicks Next step.



  3. The Certificate of Employment document is selected as the document that will be generated and the Next step button will be clicked once again.



  4. The last tab is the summary tab where he reviews the selected employee and document from the previous steps. This is also the tab where he sets a date valid range. Once everything is final, he will click generate.



  5. The For Preview selection will appear containing the recently generated document. Here he can preview, download, or print the document.